See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,246 | $133,922+72.7% | $116,228+99.0% | $142,382+62.4% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.6%+16.8pp | 80.1%+11.2pp |
| Annual return | -1.28% | 147.76%-149.0pp | 90.06%-91.3pp | 217.08%-218.4pp |
| Employer contribution / active EE | $6,621 | $3,446+92.2% | $2,994+121.1% | $4,299+54.0% |
| Participant deferral / active EE | $7,360 | $5,672+29.8% | $4,953+48.6% | $6,507+13.1% |
| Admin fee / account holder | $2,390 | $14,945-84.0% | $11,989-80.1% | $12,624-81.1% |